knowledge topics

Change Process

Define the elements of change.^†
- Pre-contemplation (denial or ignorance of need to change; not thinking about change)
- Contemplation (ambivalence towards, considering change)
- Preparation / Planning (identifying goals related to change, preparing plan of action)
- Action (implementing the steps to achieve change)
- Maintenance (maintain new behaviour or action)
- Termination / Relapse (reverting to previous behaviour or action; gaining insight)
Identify the components that may be a part of planning for change, such as:
- Goals for change
- Motivation to change
- Tasks required to achieve change
- Potential obstacles that may prevent change
- Measures of success
Identify that a financial planner may act as a facilitator of change by helping an individual progress through the process of change.
Identify the steps that a financial planner may engage in when facilitating the change process with an individual.^††
- Get to the behaviour
- Support the behavioural change
- Sustain the behavioural change
Identify that a financial planner may facilitate the change process based on an understanding of relationships.^†††

Define

To state exactly the meaning of
Identify

To be aware of / to recognize and correctly name / to locate an appropriate resource
Explain

To make clear the meaning of / to describe something in more detail or reveal relevant facts or ideas related to it
Compare

To note the similarities and differences between two or more things
Estimate

To determine an approximate value for
Calculate

To find the value using mathematics
Convert

To change from one form or purpose to another
Evaluate

To reach a conclusion or make a judgement through careful study
Interpret

To give the meaning of / to construe or understand / to translate orally

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